Tcm is an SEC registered investment adviser organized as a limited liability company with a primary office location in Germantown, TN. Its latest Form ADV filing, dated March 31, 2026, reports $165M in regulatory assets under management, 5 employees, and 495 accounts.
Assets Under Management
$165M
Employees
5
Offices
--
Total Clients
496
Primary office
GERMANTOWN, TN
1730 S. GERMANTOWN RD., SUITE 224, GERMANTOWN, TN, United States
Top client segmentIndividuals represent 80.6% of total clients.
Top client categories% of clientsClients
1
Individuals
80.6%
400
2
HNWI
19.2%
95
3
Corporations
0.2%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$165Mas of March 31, 2026
Discretionary99.8%
$164M
100% of total RAUM99.8%
Non-discretionary0.2%
$302K
0% of total RAUM0.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$165M
Total Accounts495
10Y AUM Change+$165M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee99:1
10Y Employee Change+1 (+25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.